WORKING WITH BMX
A clear process.
A shared understanding.
From the first question to the next decision, a useful working relationship is built on purpose, clarity, and communication.
THE CONVERSATION
Understand the starting point
The initial conversation establishes the broad situation, the people involved, and your objectives. Relevant dates and documents help identify the questions that need attention. Before substantive work is agreed, the firm would need to consider whether the matter is within its confirmed services and whether it can accept the engagement.
THE AGREEMENT
Discuss scope and expectations
The next discussion addresses what work is proposed, how it would be carried out, and how fees and expenses would be handled. It also identifies information needed from you and any outside professional input that may be useful. Clear scope supports a more realistic understanding of the engagement.
THE WORKING RELATIONSHIP
Review decisions as information develops
A plan may need to change as documents are reviewed or circumstances develop. Communication should connect new information with its practical implications. Important decisions can then be discussed in the context of your objectives, the work agreed, and the options available at that stage.
SET EXPECTATIONS EARLY
The questions worth asking.
| Topic | A useful question | Why discuss it |
|---|---|---|
| Scope | What work is being proposed? | To understand the tasks and the limits of the engagement. |
| Fees | How would fees and expenses be calculated? | To evaluate the proposed arrangement and its assumptions. |
| Communication | Who will be the contact for the matter? | To establish how updates and important decisions are handled. |
| Next steps | What needs to happen before work begins? | To understand the information and agreement still required. |
LET’S FIND YOUR NEXT STEP